John Boudreaux
John Boudreaux is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Lafayette, LA, with 20 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
Lafayette, LA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an independent insurance broker with American National Security Company since 2020. He also sells fixed annuities for North American Company for Life & Health Insurance since 2019.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Chase Investment Services CORP.Broker
Edward JonesBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Kyle Champagne, CFPAmeriprise Financial Services, LLC
- Natalie PulatieAmeriprise Financial Services, LLC
- Paul SchmitzAmeriprise Financial Services, LLC
- Amy HayesAmeriprise Financial Services, LLC
- David GeffenAmeriprise Financial Services, LLC
- Jonathan Booth, CFABooth-Laird Capital Management, LLC